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Are the best days still ahead for Microsoft's cloud business?

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

This group of stocks tends to hold up well in downturns and keep up with the market during upswings.

In a recent edition of Breakfast News, we gave a five-year price target for SpaceX. Today, we'll delve deeper into some of our analysts' predictions.

The tech sector is chock-full of companies with high-quality earnings growth.

All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St

Investors are increasingly bearish on the adtech specialist.

This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.

AI agents are already breaching systems and unlocking enterprise value at a pace few expected, and the next leap toward self-healing infrastructure could reshape entire industries overnight. Two software names are quietly positioning themselves to own that future before most investors even know the race has started.

A 40-year streak just snapped, and it happened fast enough that most investors missed it entirely. The forces reshaping U.S. crude imports in 2026 point to a handful of refiners and one major sitting at the center of a political and commodity storm.

When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule Breaker stock.

The threat of AI isn't panning out as expected.

Three software stocks are posting some of the biggest single-day gains in the sector this year, and the catalysts driving them higher suggest the rally could be just getting started.

The fast-casual salad chain continues to struggle.

Warsh has not yet delivered on promises to defeat inflation.

You don't have to look hard to find your next winning stock.

Polymarket and Kalshi traders have stayed completely silent on three struggling consumer brands facing serious balance sheet pressure, and that silence turns out to be one of the most revealing signals of all.

QCI has exciting long-term potential, but unless Q2 shows stronger organic growth and clearer commercial traction, the earnings report could disappoint investors expecting rapid progress.

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

The delay makes passage of the Clarity Act this year much more unlikely.

Optics and photonics stocks are shooting higher in Friday trading, led by Applied Optoelectronics (NASDAQ:AAOI) stock, which is up 13% to $140.72 following the company’s latest quarterly report. Coherent (NYSE:COHR) stock is also up 13% to $379.26, while Lumentum (NASDAQ:LITE) stock is gaining 8% to $908.11 as investors extend the rally across the optical communications ... Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...

Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what they are seeing that most retail investors are missing.

NuScale Power is in the right place at the right time.

Homegrown companies continue to struggle to access capital and move from research to commercialization

Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.

Alphabet's recurring revenue businesses will boost its stock over the next decade.

Advanced Micro Devices (NASDAQ:AMD) said Thursday it will acquire Taalas, a Toronto startup that hardwires entire AI models directly into silicon, for an undisclosed amount. The deal targets inference, the business of running trained models, which AMD projects may grow...

Tom Lee is doubling down on a bold call for stocks just as Michael Burry invokes the 1987 crash and Jamie Dimon warns about dangerous levels of market leverage. The bull and bear cases have rarely been this far apart.

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.